VisionPoint Advisory Group’s AT&T T Stock Holding History

VisionPoint Advisory Group’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$623K	Sell	25,530 -8,248	-24%	-$199K	0.1%	206
2026 Q2	$699K	Buy	33,778 +983	+3%	+$24.4K	0.11%	201
2026 Q1	$951K	Sell	32,795 -1,090	-3%	-$29.1K	0.18%	127
2025 Q4	$842K	Buy	33,885 +4,606	+16%	+$117K	0.16%	139
2025 Q3	$827K	Buy	29,279 +733	+3%	+$20.8K	0.17%	142
2025 Q2	$826K	Buy	+28,546	New	+$787K	0.18%	129
2025 Q1	–	Sell	-3,253	Closed	-$74.3K	–	300
2024 Q4	$74.3K	Sell	3,253 -1,471	-31%	-$33.1K	0.03%	252
2024 Q3	$104K	Buy	4,724 +15	+0.3%	+$298	0.04%	220
2024 Q2	$90K	Buy	4,709 +18	+0.4%	+$313	0.03%	220
2024 Q1	$82.6K	Sell	4,691 -59	-1%	-$1.01K	0.03%	225
2023 Q4	$79.7K	Sell	4,750 -2,087	-31%	-$33K	0.03%	203
2023 Q3	$103K	Buy	6,837 +2,126	+45%	+$31.2K	0.04%	190
2023 Q2	$75.1K	Buy	+4,711	New	+$80.2K	0.03%	193
2022 Q2	–	Sell	-16,517	Closed	-$246K	–	121
2022 Q1	$246K	Buy	16,517 +499	+3%	+$9.23K	0.11%	79
2021 Q4	$291K	Buy	16,018 +1,330	+9%	+$24.9K	0.13%	83
2021 Q3	$278K	Sell	14,688 -11,176	-43%	-$235K	0.12%	87
2021 Q2	$562K	Sell	25,864 -3,579	-12%	-$81.4K	0.25%	68
2021 Q1	$673K	Sell	29,443 -9,111	-24%	-$201K	0.32%	71
2020 Q4	$837K	Sell	38,554 -72,110	-65%	-$1.56M	0.42%	54
2020 Q3	$2.38M	Sell	110,664 -22,668	-17%	-$507K	1.03%	18
2020 Q2	$2.98M	Sell	133,332 -10,987	-8%	-$250K	1.21%	18
2020 Q1	$3.18M	Buy	144,319 +102,526	+245%	+$2.8M	1.49%	11
2019 Q4	$1.23M	Sell	41,793 -10,754	-20%	-$311K	0.51%	39
2019 Q3	$1.49M	Sell	52,547 -2,762	-5%	-$73.2K	0.41%	38
2019 Q2	$1.4M	Buy	55,309 +90	+0.2%	+$2.16K	0.4%	39
2019 Q1	$1.31M	Buy	55,219 +6,265	+13%	+$144K	0.37%	43
2018 Q4	$1.05M	Buy	+48,954	New	+$1.14M	0.34%	43

Other funds holding T

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VisionPoint Advisory Group's T Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its AT&T (T) stake by 24% in Q3 2026, selling an estimated $199K and leaving 25,530 shares worth $623K. The position accounts for 0.1% of the portfolio, ranked #206.

VisionPoint Advisory Group first reported a position in T in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.18M in Q1 2020. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

VisionPoint Advisory Group held 25,530 shares of AT&T worth $623K as of Q3 2026.
VisionPoint Advisory Group sold 8,248 AT&T shares in Q3 2026, an estimated $199K.
AT&T made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #206 holding.
VisionPoint Advisory Group first reported a position in AT&T in Q4 2018 and has held it in 27 quarters since.
VisionPoint Advisory Group's AT&T position peaked at $3.18M in Q1 2020.
147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.